How Do I Manage Expenses?

Expense Tracking

Add Expense

1. Functions
2. Expenses
3. Add Expense
4. Select Payee
5. Set Due Date
6. Enter Amount Due
7. Select (or add) Category
8. Enter any applicable notes
9. Click Add Expense

View Expenses

1. Functions
2. Expenses
3. Search on specific Display name, and/or choose a query
4. Click Search

Custom Query

1. Use “=” or “btwn” to limit the due date of the expenses to be displayed
2. Set Expense Status

• All
• Paid
• Pending

3. Category - as defined